John Joseph Dyer

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2014 → 05/2021
  Capital Portfolio Management,Inc.
  Timonium, MD
• 05/2021 → Present
  Fidelity Investments
  Cockeysville, MD
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-08-10 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Covington, KY

Exams

• S66 Uniform Combined State Law Examination
  2021-08-04
• S65 Uniform Investment Adviser Law Examination
  1992-05-07
• S63 Uniform Securities Agent State Law Examination
  1991-07-02

Other Names

• John Joseph Dyer
• John Joseph Dyer